Email templates: Free templates to help you contact your clients about sustainable investing for the first time.

Here are some email templates to help you invite clients to use the Oko Adviser portal as part of your Advice / Review process. 

Simply copy and paste the email template you want to use into your email to your client. 
Here are the available email templates:

Got a great client email template you want to share with the Oko Adviser Adviser community? Email the Oko Adviser team and we’ll make it available.

Here are the available email templates:

1. 1. General email template – suitable for any client 

1. 1. For clients you know are already interested in Sustainable Investing

1. 1. Invite your client to test Oko Adviser – validate Oko Adviser during your 14-day trial

1. 1. For those interested in performance – for those looking at performance and future technology .

1. 1. For your client’s children – engage the next generation with a topic they care about. 

1. 1. A new era of financial planning – separate yourself from the pack with a new conversation

1. 1. Win a new client – prove your differentiation with Sustainable Investing conversations

These templates are for general use by Oko Adviser customers.
Oko Adviser 2023. All right

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General email template. Suitable for any client

Dear {Insert Client Name}

In recent years there has been a rise in the number of people considering the environmental, social and ethical impact of their investments. You will have no doubt seen media coverage on this and it may be something that you have thought about. 

We’ve taken steps to make sure we are at the forefront of this changing attitude which can impact how your investments are managed. 

As such, as part of our ongoing reviews, I’d like to invite you to complete a Sustainable Investing profile, where we can define your Sustainable Investing parameters, assess your existing investment portfolio to identify any conflicts and discuss if we should make any changes. 

It may be that we take no action as a result of completing this assessment but at a minimum, we think that defining your Sustainable Investing parameters and reviewing your current investments will give you a new level of knowledge and awareness on how well your investment align, not only to your investment goals but your personal sustainable values as well. 

I look forward to hearing from you, 

Kind regards 

{Insert Adviser Name}

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For clients you know who are already interested 

Dear {Insert Client Name}

We have spoken in the past about your desire to make sure your investments are aligned to your Environmental, Social and Ethical values. I’m excited to let you know that we’ve recently introduced a new capability into our financial planning process which will help you achieve this. 

Using new software from Oko Adviser, we’re one of the first advisory firms to be able to offer the ability to accurately and assess your Sustainable Investing values. 

So as part of our ongoing reviews, I thought you would be interested in completing your Sustainable Investing profile. Doing so means we will be able to define your Sustainable Investing parameters and assess your existing investment portfolio to identify any conflicts. Together we can review any alternatives (if suitable) and discuss if we should make any changes to how your investments are being managed. 

It may be that we take no action as a result of completing this assessment, but at a minimum, we think that defining your Sustainable Investing parameters and reviewing your current investments will give you a new level of knowledge and awareness on how well your investments align, not only to your investment goals, but your personal sustainable values as well. 

I look forward to hearing from you, 

Kind regards 

{Adviser Name}

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Invite your client to test Ethic Adviser

(A great way to validate Oko Adviser during your 14-day trial). 

Dear {Client Name}

In recent years there has been a rise in the number of people considering the environmental, social and ethical impact of their investments. You will have no doubt seen media coverage on this and it may be something that you have thought about. 

We are currently trialing new software that, for the first time, gives financial advisers the ability to consistently and accurately assess our client’s Sustainable Investing parameters. With access to institutional-grade ESG (Environmental, Social and Ethical) research on 100,000 global investments, we’ll be able to assess your current investment portfolio against your Sustainable Investing profile, identify conflicts and research alternative investments. 

As part of our ongoing reviews, I’d like to invite you to complete a Sustainable Investing profile. 

We think it could be an immensely valuable exercise and will give you a new level of knowledge and awareness on how well your investments align, not only to your investment goals but your personal sustainable values as well. 

Let me know if this is something you’d be interested in doing with us.  If so I’ll reach out and make time for us to meet. 

I look forward to hearing from you.

Kind regards 

{Adviser Name}

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For those interested in performance as a primary factor

Dear {Client Name}

In recent years there has been a rise in the number of people considering the environmental, social and ethical impact of their investments. Mounting evidence is suggesting that incorporating ESG (Environmental, Social and Ethical) factors into the investment process can lead to better long term returns, help you preserve capital, as well as help identify the industries of the future. 

Whilst this type of investing is in its relative infancy and there are never any guarantees, we feel that having the ability to incorporate these factors is increasingly important. At a minimum, it gives us the ability to ensure that we are meeting your strategic financial objectives, whilst not infringing on any of your personal sustainable values. 

As such we are currently trialing new software that for the first time gives financial advisers the ability to consistently and accurately assess our client’s Sustainable Investing parameters. With access to institutional-grade ESG (Environmental, Social and Ethical) research on 100,000 global investments, we’ll be able to assess your current investment portfolio against your profile, identify conflicts and research alternative investments. 

As part of our ongoing reviews, I’d like to invite you to complete a Sustainable Investing profile. 

We think it could be an immensely valuable exercise and will give you a new level of knowledge and awareness on how well your investments align, not only to your investment goals, but your personal sustainable values as well. 

Let me know if this is of interest. 

Kind regards 

{Adviser Name}

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For your client’s grown children

Dear {Client Name}

As you know, at [firm name] we believe that your wealth and assets should not just be managed for you, but protected and managed for your future generations too. 

The next generation are starting to think about investing and managing wealth in a way that is different from the [us] [previous generations], with an increasing desire to incorporate Environmental, Social and Ethical considerations in with their strategic financial goals. 

As such, we’ve taken steps to make sure we are at the forefront of this changing attitude. Now that your [kids are 18] it would be great to start engaging them with the financial planning process. To do so, we’d like to offer [xxxx] the opportunity to complete a Sustainable Investing profile to define their Sustainable Investing parameters. 

This will allow us to define and understand their priorities when it comes to sustainability issues. Additionally, we can then assess any existing investments against those parameters and identify any conflicts. In the context of the broader investment strategy, we can then discuss if we should seek any alternatives. 

It may be that we take no action as a result of completing this assessment, but at the very least I hope this will be the first step in engaging [Insert children’s name] with the overall strategy, and it will give you all a new level of knowledge and awareness on how well your investments align, not only to your investment goals, but your personal sustainable values as well. 

I look forward to hearing from you if you think this is a suitable exercise for you and your family. 

Kind regards 

{Adviser Name}

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Winning a new client 

Dear {Client Name}

At [firm name], we endeavor to be at the forefront of not only changes in our industry, but also changes in customers attitudes when it comes to investing and managing their finances. 

This is why, in addition to being able to provide you with professional financial advice across a multitude of services that you might expect, including [superannuation, investment, savings, insurance, estate planning], we are also able to define and take into account your environmental, social and ethical values. 

This means that we will not only be able to give you personalised advice on how to manage your wealth in order to achieve your financial goals, we’ll also be able to ensure that we are doing so in a way that does not conflict with your sustainability goals, whatever they may be. 

If you’d like to understand more, or if you would like to meet and complete your Sustainable Investing profile then please let me know and I’ll arrange a time to [call/meet] you.

I look forward to hearing from you, 

Kind regards 

{Adviser Name}

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A new era of financial planning 

Dear {Client Name}

At [firm name] we feel that we are entering a new era of financial planning driven by changing customer attitudes and desires that now consider sustainable values (environmental, social and ethical), in conjunction with financial goals. 

For some time now, we have been leaders in providing a broad range of holistic services, including [strategic financial planning, investment planning, insurance and estate planning]. 

To ensure that we remain at the forefront of this change, we are excited to now be able to offer the ability to assess, understand and incorporate your own personal sustainability goals into your broader strategic advice. This enables us to give you personalised advice on how to manage your wealth in a way that does not conflict with your sustainability goals, whatever they may be. 

If this is something of interest, then as part of our ongoing reviews, I’d like to invite you to complete a Sustainable Investing profile. 

This will allow us to define and understand your priorities when it comes to sustainability issues. Additionally, we can then assess any existing investments against those parameters, and identify any conflicts. In the context of the broader investment strategy, we can then discuss whether we should seek any alternatives. 

It may be that we take no action as a result of completing this assessment, but we think it could be an immensely valuable exercise and will give you a new level of knowledge and awareness on how well your investments align, not only to your investment goals, but your personal sustainable values as well. 

Let me know if this is of interest. 

Kind regards 

{Adviser Name}